Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jerry KoebelBerthel FisherLPL Financial$5005-23-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Todd BaekLPL FinancialHSBC Private Bank$7505-23-2016
Gerardo SorianoLPL FinancialJ.P. Morgan Securities LLC$8505-20-2016
Pradeep GokhaleAmeriprise FinancialBank of America Merrill Lynch$7505-20-2016
David Jackson, Martin SpearsRaymond JamesBank of America Merrill Lynch$20005-19-2016
Henry Berg, Glen MagloffStifel Nicolaus & Co.Wells Fargo Advisors$25005-19-2016
Scott LinkStifel Nicolaus & Co.Charles Schwab$50005-19-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
David BolickIndependent Advisor AllianceCetera$6005-18-2016
Bob MundellWells Fargo AdvisorsEdward Jones$16405-17-2016
Eric P. BurtonLPL FinancialMegent Financial$45005-17-2016
John P. KeeneyTriad AdvisorsKeeney Financial Group $35005-17-2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIRaymond JamesMorgan Stanley Wealth Management$33205-17-2016
William Connell, David MannWaddell and AssociatesWunderlich Securities$9005-17-2016
Caroline KorteLPL FinancialRaymond James$8405-16-2016
James ParentiLPL FinancialProtected Investors of America$13005-16-2016
Jeffrey MillerAmeriprise FinancialInvestment Centers of America$12505-16-2016
Matthew TraywickLPL FinancialWesBanco Securities$6005-16-2016
Ranjit BahadurLPL FinancialMetLife Securities$9505-16-2016
Stanley KlimekLaSalle St. SecuritiesCapital Securities Investment Corporation$21005-16-2016
Ellen LanderLPL FinancialKestra Financial$2,50005-13-2016
John BezdichekLPL FinancialCetera$5005-13-2016
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.